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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-03 |
| NJ | RA | APPROVED | 2007-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed Cpa | Westfield | NJ | 05/1992 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 10/2005 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2007 | Present |
1)GERALD REISS CPA; NOT INV REL; WESTFIELD, NJ; CPA FIRM PROVIDES AUDITS & FIN.STMTS TO COMPANIES ALSO,ACCTG, TAX PREP PLANNING & ADVICE TO IND, CORP PRTNSPS & TRUSTS; OWNER AS OF 1993; 40 H/WK: 2) INDIVIDUAL LIFE INSURANCE PROVIDER, NOT INVESTMENT RELATED, PROVIDE LIFE INSURANCE TO INDIVIDUALS AS OF 1996: 3. NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: 88A BUCKINGHAM DR, MANCHESTER TOWNSHIP, NJ 08759; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 1/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MANAGE PROPERTY;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-16 |
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